BELBURY FINANCIAL PLANNING LIMITED

Date authorised
1 April 2013
Companies House
06943677
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    30 Queens Road
    Reading
    Berkshire
    RG1 4AU
    UNITED KINGDOM
    Phone
    +4401189597744

  • Complaints Contact

    30 Queens Road
    Reading
    Berkshire
    RG1 4AU
    UNITED KINGDOM
    Phone
    +4401189597744

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Geoffrey Brian Poland

    IRN GBP00003

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF30 Customer (since 7 Oct 2009)
    • CF11 Money Laundering Reporting (7 Oct 2009 to 8 Dec 2019)
    • CF10 Compliance Oversight (7 Oct 2009 to 8 Dec 2019)
    • CF1 Director (7 Oct 2009 to 8 Dec 2019)
    • Responsible for Insurance Mediation (7 Oct 2009 to 30 Sep 2018)
  • Geoffrey Stanley John Cole

    IRN GSC01092

    • CF4 Partner (AR) (4 Oct 2011 to 19 Mar 2025)
  • Graeme Owen

    IRN GXO01097

    • CF4 Partner (AR) (13 Oct 2011 to 19 Mar 2025)
  • Janet Lynne Poland

    IRN JLP01099

    • SMF3 Executive Director (9 Dec 2019 to 1 Jul 2020)
    • CF1 Director (7 Oct 2009 to 8 Dec 2019)
  • Stephen John Madeley

    IRN SJM01439

    • CF4 Partner (AR) (1 Oct 2011 to 19 Mar 2025)
  • Stuart Lacey

    IRN SXL00042

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 28 Apr 2025)
    • [FCA CF] Functions requiring qualifications (since 31 Mar 2025)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

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